美國參議員沃倫警告AI行業面臨類似2008年金融危機的風險，指出其快速發展與高槓杆融資可能形成泡沫，威脅金融穩定。她強調AI企業收入增長不及支出增加，財務狀況不健康。
海爾在廣交會推出V12洗衣機，搭載行業首創“AI之眼”。該技術能識別衣物顏色防串色，監測泡沫自動調整漂洗，並在洗滌後提醒取衣，實現全流程智能主動介入。
英偉達最新財報強勁，有力回擊“AI泡沫”擔憂。其季度營收達681.3億美元，每股收益1.62美元，均超市場預期，尤其數據中心業務表現突出，彰顯了其在AI芯片領域的領導地位。
儘管AI泡沫擔憂持續，但風險投資仍熱捧AI芯片賽道。本週僅三天內，三家初創公司融資超11億美元，顯示資本看好挑戰英偉達的新興力量。其中前谷歌工程師創立的MatX獲5億美元融資，計劃年內推出首款芯片MatX One，其定位不同於側重推理的Groq等公司。
Anthropic
$105
輸入tokens/百萬
$525
輸出tokens/百萬
200
上下文長度
Google
$0.7
$2.8
1k
$7
$35
$2.1
$17.5
$21
Alibaba
$6
$24
256
Baidu
-
128
Bytedance
$1.2
$3.6
4
$2
$3.9
$15.2
64
$0.8
$0.15
$1.5
32
Deepseek
$4
$12
Tencent
$1
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